Rick Hughey -
- referred by Rick Simmons
- 816-554-9422
- Located in Lee's Summit
- Will Manage your payroll systems
- Is Familiar with Kansas City Missouri's paperwork
- Has many clients with real estate
- Does not use quick books
- So will not be able to do your year end adjusting entries in quick books
- Does have a book keeping service
- Spoke with directly
Scott McRuer
- referred by Troy Meyer
- 816-741-3249
- Located in Parkvill
- Offers Payroll Services
- Familiar with KCMO papweork
- Has Real Estate Cliens
- Uses Quick Books
- Has Book Keeping Services
- Really Connected Well on the phone, seemed very proactive
- Answered his own phone
Tom Prater
- Referred by Nicole Daney
- 816-753-3460
- Located on the Plaza
- offers payroll serfvices
- Familiar with the KCMO paperwork mess
- Has Real Estate Clients
- Does not use Quick Books
- Has quick books specialists to make your adjusting year end entires
- Has a book keeping service
- Also connected well on the phone, recommended meeting with a client several times through out the year to make sure they are on track, and look at ways to help them save on taxes - seemed very proactive
Jeff Katz
- Referred by David Nachman
- 913-451-4510 x 105
- Located in Leawood
- Does not offer payroll services & recommended PayChecks a payroll service
- Did not seem to be very familiar with KCMO paperwork
- Had Real Estate Clients
- Used Quick Books
- Could complete year end adjusting entries
- Had bookkeeping serivces
- Did not connect well on the phone, and wanted to argue with me that I had any clue how to do my own bookkeeping or that I knew how to use quick books.
- Marked him off my list, but it could have been me - I was in a bad mood
Carl Heinz
- Recommended by Nicole Daney
- 913-491-1040
- Located at College & Roe in Leawoos
- Offers Payroll services
- Familiare with KCMO paperwork
- Has real estate cliens
- Use Quick books
- Can complete your adjusing entires
- And I forgot to ask about book keeping services
- I have not yet talked with Carl, but do have an appointment with him. Had to leave a message and they called back several days later - but it was a holiday week. Spoke with his daughter. Carl teaches other CPA's about the latest and greatest in the CPA world.
- His daughter Hillary is in the business with them, small office with Carl, his daughter, an office manager and 3 other accountants - not to big or too small.
- Thing I liked the best so far - at the end of the year they give you a book with all your papwerwork from the entire year enclosed so you have good records.
Craig Chance
- Recommended by David Nachman
- 913-491-7200
- Located in Overland Park
- Offers Payroll
- Familiar with KCMO paperwork
- Forgot to ask about the real estate clients
- Uses Quick Books
- Could do adjusting entries
- Has Book keeping services
- connected well on the phone
Ron Minda
- Recommended by David Nachman
- 913-649-9222
- Located in Prairie Village
- Left a message, but no return call - maybe I didn't press the right button, but he was my list call of 7 and I really needed to narrow my list
From all my interviews on the phone
I would go and sit down with Rick Hughey, but I don't want to drive to Lee's Summit.
I would definitely sit down with Scott McRuer, but again - I don't want to drive to Parkville.
I really liked Tom Prater, but Don used to use him a long time ago and they did not connect well, but he seemed very well worth an interview.
Jeff Katz, turned me off with arguing with me, so I guess he really didn't want any new clients and they didn't offer a lot of things that we needed.
Carl Heinz will be my first interview.
Craig Chance will probably be my second interview, if Carl does not work out.
And I am still waiting for a return call from Ron Minda.
I hope this will help you narrow down your search for an area CPA in Kansas City.
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